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Focus Partners Wealth: FRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on FRT, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 63,743 FRT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,743 shares
    Change vs previous 13F +11,029 shares

    0.01% of the 13F portfolio, value $7,869,480.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 56,359 shares
    • Focus Partners Advisor Solutions, LLC: 7,384 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,714 shares
    Change vs previous 13F +19,225 shares

    0.01% of the 13F portfolio, value $5,607,077.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,446 shares
    • Focus Partners Advisor Solutions, LLC: 9,268 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,489 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $3,375,821.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,489 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,483 shares
    Change vs previous 13F +11,116 shares

    <0.01% of the 13F portfolio, value $2,969,580.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 29,711 shares
    • Focus Partners Advisor Solutions, LLC: 3,772 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,367 shares
    Change vs previous 13F +2,074 shares

    <0.01% of the 13F portfolio, value $2,124,748.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,194 shares
    • Focus Partners Advisor Solutions, LLC: 2,173 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 20,293 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $1,985,088.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 20,338 shares
    Change vs previous 13F -1,310 shares

    0.01% of the 13F portfolio, value $2,276,868.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,338 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,648 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,488,943.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 19,745 shares
    • Focus Partners Advisor Solutions, LLC: 1,903 shares

    Acceptance time not in the bulk data set (spec §4.2).